This article is focused on answering Project Management Software Guide …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome okay let’s start and landing page request i’m presuming
you men i’m just gon na show um talk about the fundamentals actually quickly however i make sure you people understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between customers or tasks and it really just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to working on an innovative request is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to produce a kind but basically this type comes in here and after that the team lead of the creative style group or any other team can assign a particular designer to deal with it so let me reveal you people how to include a type and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men check the view area due to the fact that it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can truly just create any column with anything that you people require when a creative request is available in make it a kind share the type preview the program you guys how a kind appears like um the name of the request you want you want to include a particular brief with a certain i know each business has a certain structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and then it can be called demands or concepts being available in and then i can simply go ahead take it and move it to a particular group that i believe it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them as well now i’ll simply offer like a short overview this is the person column as you guys know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we called it top priority however it’s essentially a score column um we have actually a. Project Management Software Guide
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file column and we have a tags column what i enjoy about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you men get rid of deadline mode basically what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Project Management Software Guide